Understanding Today’s Financial Environment
Welcome, I’m Frank Kelly, a financial professional in New Cumberland, Pennsylvania. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 717.774.7536.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Being healthy not only makes you feel good, it may also help you financially.
To choose a plan, it’s important to ask yourself four key questions.
It sounds simple, but paying yourself first can really pay off.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn how to harness the power of compound interest for your investments.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you have causes that you want to support with donations? Here are three tips.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?